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pergamonmu:bison:import_items [2018/07/06 17:15] admin |
pergamonmu:bison:import_items [2018/07/07 11:45] (current) admin |
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- | ====== Importing and Updating Readers ====== | + | ====== Importing and Updating Items ====== |
===== Item Import Process ===== | ===== Item Import Process ===== | ||
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===== Step 1 - Selecting files ===== | ===== Step 1 - Selecting files ===== | ||
- | Use the **[Add]** toolbar button or drag-and-drop files into the file list to the left of this help file. Ensure that you ONLY add files that contain item information, or are a recognised bibligographic format such as UKMARC or MARC21. | + | {{:pergamonmu:bison:items_01.png?direct&200 |}}Use the **[Add]** toolbar button or drag-and-drop files into the file list to the left of this help file. Ensure that you ONLY add files that contain item information, or are a recognised bibligographic format such as UKMARC or MARC21. |
Select the file and use the **[Remove]** toolbar button to remove files added in error. | Select the file and use the **[Remove]** toolbar button to remove files added in error. | ||
===== Step 2 - Reviewing Options ===== | ===== Step 2 - Reviewing Options ===== | ||
- | Switch to the [Options] tab and review the settings currently in effect for importing the files. | + | {{ :pergamonmu:bison:items_02.png?direct&200|}}Switch to the [Options] tab and review the settings currently in effect for importing the files. |
* **Remove Existing Import Data** - removes any data that is currently in the database import buffer. It is advised that is switched on (default). | * **Remove Existing Import Data** - removes any data that is currently in the database import buffer. It is advised that is switched on (default). | ||
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==== Creating New Items ==== | ==== Creating New Items ==== | ||
- | You can view the list of records to be imported on the **[Review]** page, but this is now just a formality - at this stage you are not able to edit the records any more. | + | You can view the list of records to be imported on the **[Review]** page, but unlike importing reader, here it is just a formality - at this stage you are not able to edit the records any more. |
To create the new items in the database, click the **[Create]** toobar icon. This will move through each record creating the new records in the database. | To create the new items in the database, click the **[Create]** toobar icon. This will move through each record creating the new records in the database. | ||
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==== Returning Items ==== | ==== Returning Items ==== | ||
- | If any items in the import already possess an HID (Accession or Barcode number) present in the database, BISON will alert you to this fact. If the import is a batch of books from a known source (such as books on inter-library loan from your SLS or another similar provider), you will be given the opportunity to 're-active' the existing record rather than create a new one. | + | While we stated that we do not provide item 'update' facilities here, it is true to say that the record may well still be in the Pergamon database. If any items in the import already possess an HID (Accession or Barcode number) present in the database, BISON will alert you to this fact. |
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+ | If the import is a batch of books from a known source (such as books on inter-library loan from your SLS or another similar provider), you will be given the opportunity to 're-active' the existing record rather than create a new one - it may well be an item that you have had before, and it is returning for a second loan. | ||